SWM
FISV

SHP Wealth Management’s Fiserv Inc FISV Stock Holding History

SHP Wealth Management’s Portfolio FISV Stock Details FISV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$22.7K Buy
463
+415
+865% +$23.2K ﹤0.01% 749
2026
Q1 		$2.69K Buy
48
+32
+200% +$1.98K ﹤0.01% 1214
2025
Q4 		$1.08K Buy
+16
New +$1.34K ﹤0.01% 1244

Other funds holding FISV

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

SHP Wealth Management's FISV Position: Q2 2026 in Review

SHP Wealth Management increased its Fiserv Inc (FISV) stake by 865% in Q2 2026, buying an estimated $23.2K and bringing the position to 463 shares worth $22.7K. The position accounts for ﹤0.01% of the portfolio, ranked #749.

SHP Wealth Management first reported a position in FISV in Q4 2025 and has held it in 3 quarters since. 1,154 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

  • SHP Wealth Management held 463 shares of Fiserv Inc worth $22.7K as of Q2 2026.
  • SHP Wealth Management bought 415 Fiserv Inc shares in Q2 2026, an estimated $23.2K.
  • Fiserv Inc made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #749 holding.
  • SHP Wealth Management first reported a position in Fiserv Inc in Q4 2025 and has held it in 3 quarters since.
  • 1,154 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.